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Anchor Investment Management’s Constellation Brands STZ Stock Holding History

Anchor Investment Management’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$401K Hold
2,670
– – 0.03% 291
2025
Q4 		$368K Buy
2,670
+130
+5% +$17.8K 0.03% 297
2025
Q3 		$342K Sell
2,540
-400
-14% -$63.6K 0.03% 302
2025
Q2 		$478K Buy
2,940
+500
+20% +$89.7K 0.04% 263
2025
Q1 		$448K Sell
2,440
-12
-0.5% -$2.18K 0.04% 269
2024
Q4 		$542K Sell
2,452
-20
-0.8% -$4.75K 0.05% 243
2024
Q3 		$637K Sell
2,472
-76
-3% -$18.8K 0.06% 234
2024
Q2 		$656K Buy
2,548
+76
+3% +$19.5K 0.07% 210
2024
Q1 		$672K Buy
2,472
+150
+6% +$38K 0.07% 212
2023
Q4 		$561K Hold
2,322
– – 0.06% 222
2023
Q3 		$584K Sell
2,322
-125
-5% -$32.6K 0.08% 212
2023
Q2 		$602K Sell
2,447
-170
-6% -$39.8K 0.08% 208
2023
Q1 		$591K Sell
2,617
-27
-1% -$6.01K 0.08% 214
2022
Q4 		$613K Buy
2,644
+22
+0.8% +$5.27K 0.09% 205
2022
Q3 		$602K Sell
2,622
-50
-2% -$12.2K 0.09% 196
2022
Q2 		$623K Sell
2,672
-150
-5% -$36.5K 0.09% 195
2022
Q1 		$650K Buy
2,822
+225
+9% +$52K 0.08% 211
2021
Q4 		$652K Buy
2,597
+1,075
+71% +$245K 0.08% 209
2021
Q3 		$321K Sell
1,522
-40
-3% -$8.73K 0.04% 290
2021
Q2 		$365K Hold
1,562
– – 0.05% 274
2021
Q1 		$356K Hold
1,562
– – 0.05% 259
2020
Q4 		$342K Hold
1,562
– – 0.06% 220
2020
Q3 		$296K Hold
1,562
– – 0.06% 222
2020
Q2 		$273K Hold
1,562
– – 0.06% 217
2020
Q1 		$224K Sell
1,562
-35
-2% -$6.17K 0.06% 225
2019
Q4 		$303K Buy
1,597
+212
+15% +$40K 0.06% 225
2019
Q3 		$287K Buy
1,385
+5
+0.4% +$1K 0.07% 232
2019
Q2 		$272K Sell
1,380
-100
-7% -$19.5K 0.06% 242
2019
Q1 		$259K Buy
1,480
+100
+7% +$16.8K 0.06% 238
2018
Q4 		$222K Sell
1,380
-1,095
-44% -$218K 0.06% 252
2018
Q3 		$534K Buy
2,475
+505
+26% +$107K 0.12% 172
2018
Q2 		$431K Buy
1,970
+45
+2% +$10.2K 0.11% 200
2018
Q1 		$439K Buy
1,925
+92
+5% +$20.3K 0.11% 192
2017
Q4 		$419K Buy
1,833
+282
+18% +$61K 0.11% 194
2017
Q3 		$309K Buy
1,551
+331
+27% +$65.5K 0.09% 223
2017
Q2 		$236K Buy
1,220
+200
+20% +$35.6K 0.08% 225
2017
Q1 		$165K Hold
1,020
– – 0.06% 260
2016
Q4 		$156K Buy
1,020
+720
+240% +$114K 0.06% 247
2016
Q3 		$49.9K Hold
300
– – 0.02% 355
2016
Q2 		$49.6K Hold
300
– – 0.02% 356
2016
Q1 		$45.3K Buy
+300
New +$43.3K 0.02% 352

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Anchor Investment Management's STZ Position: Q1 2026 in Review

Anchor Investment Management held its Constellation Brands (STZ) position steady in Q1 2026 at 2,670 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #291.

Anchor Investment Management first reported a position in STZ in Q1 2016 and has held it in 41 quarters since. The position peaked at $672K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Anchor Investment Management held 2,670 shares of Constellation Brands worth $401K as of Q1 2026.
  • Anchor Investment Management left its Constellation Brands share count unchanged in Q1 2026.
  • Constellation Brands made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #291 holding.
  • Anchor Investment Management first reported a position in Constellation Brands in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Constellation Brands position peaked at $672K in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.